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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 03/2023 | 11/2023 |
| United States Army | Fort Hood | TX | 05/2021 | 11/2022 |
| Uber Technologies Inc. | Austin | TX | 12/2021 | 02/2023 |
| Uber Technologies Inc. | Miami | FL | 02/2023 | 03/2023 |
| Alorica | Miami | FL | 03/2023 | 08/2023 |
| Evolution Travel Group | Miami | FL | 03/2023 | 11/2023 |
| United States Military Academy Preparatory School | West Point | NY | 07/2016 | 07/2017 |
| United States Military Academy | West Point | NY | 07/2017 | 05/2021 |
| Uber Technologies Inc. | Richmond | VA | 08/2021 | 11/2021 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 11/2023 | 11/2023 |
| First Command Advisory Services, Inc | Fort Worth | TX | 11/2023 | 11/2023 |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2023 | 11/2023 |
| Truist Investment Services, Inc. | Orlando | FL | 01/2025 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 01/2025 | Present |
| Allied Universal | Fort Lauderdale | FL | 01/2024 | 05/2024 |
| Florida Department Of Corrections | Lauderdale Lakes | FL | 05/2024 | 05/2024 |
| Akima Global Services | Miami | FL | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-14 |
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